“Wise venturing is the most commendable part of human prudence.”

Sir George Savile (1633-95), 1st Marquis of Halifax


Our investment philosophy is simple

It is to preserve, protect and build wealth.


Our approach is driven by two strategic considerations:

1. To achieve the highest return while staying within a carefully defined and mutually agreed level of risk tolerance.

2. To adopt the lowest risk strategy consistent with meeting specifically determined long- term financial expectations and needs.

We recognize that each investor has unique objectives. As a result, our investor relationships are based upon understanding the precise situation and goals of every individual and organization we advise.

Grow more than wealth


With a collaborative, values-based approach and a track record of responsibly building wealth with integrity, you can expect RBC Wealth Management to help you realize your life vision.

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Recent Posts

Credit where credit is due?

Credit where credit is due?

Sep 05, 2024 | Atul Bhatia, CFA

Despite signs of a slowing economy, corporate bond issuance kicked off the month at a record pace. We look at how the market has absorbed the new debt and what factors are likely to drive bond performance ahead.

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Video: Bank of Canada cuts again in September. Here’s what to know.

Video: Bank of Canada cuts again in September. Here’s what to know.

Sep 05, 2024 | RBC Wealth Management

The Bank of Canada lowered its benchmark interest rate to 4.25%, citing continued easing in broad inflationary pressures.

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Fed rate cuts on the horizon

Fed rate cuts on the horizon

Aug 30, 2024 | Joseph Wu, CFA

As U.S. rate cuts near, history shows stocks and bonds often perform well after the Fed starts easing cycles, with equities showing greater variability. Given mixed economic signals, the focus should be on quality in portfolio positioning.

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Video: The Wealthy Barber: Is your Will’s executor ready?

Aug 30, 2024 | RBC Wealth Management

When estate planning, remember to include your personal property and heirlooms

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